Davis, Davis And Conover Wealth Management, LLC
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Overview
Davis, Davis And Conover Wealth Management, LLC operates as a financial advisory company based in Nashville, Tennessee. The firm controls $135.4 million in assets under management over 504 customer accounts, making it a mid-tier financial advisory firm in the country by assets under management (AUM). The firm has a small team, including 2 financial advisors. Davis, Davis And Conover Wealth Management, LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are tradable fiscal assets like equities, options and bonds.
Davis, Davis And Conover Wealth Management, LLC oversees all of the company's client assets on a discretionary basis. Discretionary management means that buy and sell decisions for the client's account are made by a portfolio manager without requiring client permission. The firm administers an average of $268,640 for each account. The average advisor at Davis, Davis And Conover Wealth Management, LLC manages around 252 client accounts.
The company's main office is at 3102 West End Ave, Nashville, Tennessee 37203. The company is legally permitted to provide services to clients across 5 states, including Alabama, Florida, New Hampshire, Tennessee and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Davis, Davis And Conover Wealth Management, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$135.4 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
2
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
504
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$268.6 thousand
Products and Services
Services offered by Davis, Davis And Conover Wealth Management, LLC include financial planning services and portfolio management for individuals and small businesses. However, the company did not provide financial planning services to any of its clients in the previous financial year. The company is involved in selling products or offering services different than investment advisory services to its clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees typically depend on which services are offered. Fees billed by Davis, Davis And Conover Wealth Management, LLC likely consist of the following fee structures: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are provided by Davis, Davis And Conover Wealth Management, LLC.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company works with retail investors and high net worth investors. Out of its 504 accounts, Davis, Davis And Conover Wealth Management, LLC's largest client is retail investors, although it also serves 35 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 21.88%
- Other Individuals - 78.12%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Davis, Davis And Conover Wealth Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Davis, Davis And Conover Wealth Management, LLC
Nashville, TN
Nashville, TN
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